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SYNCOMM — Investor Presentation 2024
Aug 27, 2024
52300_rns_2024-08-27_070f5191-4841-4831-95b3-c1b8c92ce6d3.pdf
Investor Presentation
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鈺寶科技股份有限公司
- 創新板公司財務業務發表
August, 2024
DISCLAIMER
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The forward-looking information mentioned in this presentation and the related information released simultaneously are based on the company's internal data and the current overall economic development. It may contain with risks and uncertainties, and investors should evaluate it carefully.
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The actual operational results, financial condition, and business outcomes that the company may achieve in the future may differ from the forward-looking information due to various factors. These factors include, but are not limited to, market demand, price fluctuations, competitive landscape, changes in various policies, laws, and financial and economic conditions, as well as other risks beyond the company's control.
The company is not obligated to proactively update or revise such forward-looking information due to actual events. The information provided in this presentation reflects the company's views on the future as of now and does not explicitly or implicitly express or guarantee its accuracy, completeness, or reliability. The company is not responsible for updating or revising these views if there are changes or adjustments in the future.
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Syncomm Technology Corporation All Rights Reserved
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INTRODUCTION OF SYNCOMM TECHNOLOGY
CORE COMPETENCE AND PRODUCTS PREVIOUS RECORDS FUTURE DIRECTION
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INTRODUCTION OF SYNCOMM TECHNOLOGY
CORE COMPETENCE AND PRODUCTS PREVIOUS RECORDS FUTURE DIRECTION
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ABOUT SYNCOMM TECHNOLOGY
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Established in 1998, focusing on low-latency Wireless technology for IC and Module design. Our Wireless Transmission Solution provides: Low-Latency, High-Quality Audio, Connects one-to-one and one-to-many and highly customization.
Approved by worldwide home appliances and Hi-Fi leaders .
Aiming to become the Top Wireless Technology Solution Integrator, to provide excellent Entertainment experiences.
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COMPANY HISTORY
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AIoT
and
Smart Home
Wireless Technology,
Enhance Wireless Audio Technology
RF Incubation
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鈺寶2.4GHz 無線技術應用於配戴裝置等多 神盾Egis (TWEx: 6462) 投資安國,並於2022年
款無線音訊產品 成為安國母公司,鈺寶成為集團一份子,成為神
盾大艦隊重要成員之一
2020 2021 2023
鈺寶獨創SHDC (Synic High-Definition Codec)
成功開發並推出新產品5GHz 低延遲多聲道
通過日本JAS 認證,成為全球首家通過Hi-Res 認
無線接收發晶片模組,並於同年出貨
證之低延遲音訊技術廠商
Listed on Taipei Exchange 安國Alcro Micro (TWEx:8054) 投資鈺寶,
(TPEx-興櫃: 3150) 成為主要投資者,並於2014年成為鈺寶母公司
2010 2012 2013 2018
國際大廠採用鈺寶5GHz 低延遲專有音訊收發
推出無線電視專用喇叭
晶片IA9,並應用於條形音箱。
鈺寶推出無線方案支援無線家庭劇院
1998 2003 2006 2009
公司成立於桃園縣, 正式更名為鈺寶科技 無線USB 立體聲耳麥系統
名為凌源通訊 股份有限公司 獲得經濟部產業創新成果獎
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CORPORATION
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Egis Technology Inc. (6462)
20.46%
Alcor Micro Corporation (8054)
100%
24.52%
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Chun Feng
Investment Ltd
Established:1998/1/23
Coverage:Wireless Audio control
IC and Module design 4.77%
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Note: Until 2024/7/31
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BOARD MEMBERS
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INTRODUCTION OF SYNCOMM TECHNOLOGY
CORE COMPETENCE AND PRODUCTS
PREVIOUS RECORDS FUTURE DIRECTION
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LEADING THE MARKET
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FEATURES
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Low-Latency
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High Audio Quality Many-to-one connectivity
UNIQUE
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SELF-OWNED ALGORITHM
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APPROVED BY THE FIRST-
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TIER CUSTOMERS
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CUSTOMIZED THE MODULE DESIGN
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CORE INNOVATION ABILITIES
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低延遲與極低延遲通訊技術Low/Ultra-Low Latency
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自研之低延遲與極低延遲通訊演算法主係為改善無線傳輸帶來之 音訊延遲缺點
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近乎無失真的音訊壓縮技術Nearly Uncompressed Audio
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有限頻寬讓原音重現的音訊壓縮技術
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⃗ - 、 ,
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已獲得獲得日本JAS Hi Res 杜比(Dolby) 與 DTS 認證 品質卓越
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One-to-many platform“ezWA”
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同時高品質無縫雙向連接多個無線裝置,流暢不延遲,真正實現物聯網 ⃗ 、 、
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自動配對機制的無線通訊系統 (專利:I461036 M615266 15911351)
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⃗ 、 、
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用於無線通信系統的快速連接方法 (專利:M615266 1838540 I602080)
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RF and Antenna Design
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Create owned Algorithm
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多項 天線專利 與 模組設計製造 能力
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⃗ 2.4G / 5G 新天線的型式專利
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⃗ 、 、
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抗干擾之發射裝置 接收裝置以及無線通訊系統以及方法( 專利:I431953 1437360)
滿足不同應用需求的演算法,為智慧通訊領域帶來革命性的創新應用
- ⃗ SSATM SYNIC 3D空間音效獲客戶採用
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- THREE MAJORS PRODUCT LINES
(1) Sound Bar Market Share Fast-Growing
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Global Sound Bar Market Size,
by Type, 2015 ~ 2026
16,000
14,000
12,000
10,000
8,000
6,000
4,000
2,000
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2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
2.1 Channel 5.1 Channel 7.1 Channel Others
Source: www.gminsights.com 2019
Units (Thousand)
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(2) Wireless Instrument Transmission, 3ms latency to resolve wireless issues
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(3) Wireless Gaming Peripheral, with one dongle to connect three devices
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電競
1對3
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INTRODUCTION OF SYNCOMM TECHNOLOGY CORE COMPETENCE AND PRODUCTS PREVIOUS RECORDS FUTURE DIRECTION
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PARTNERS
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POSITIVE GROWTH, DEMAND INCREASING AND STOCK CONSUMING
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(NT$ K)
Operating Revenue Profit (loss) before income tax Gross Margin
550,000 52%
450,000 426,361 50%
387,92448.78%
47.43%
350,000 46.98% 48%
250,000 44.86% 219,393 46%
179,543
150,000 44%
70,957 60,330
50,000 16,838 42%
-50,000 -23,441 40%
:
(EPS NT$)
3.5
$2.33
$2.15
2.5
1.5 $0.40
0.5
($0.70)
(0.5)
(1.5)
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YEAR 2024 JANUARY TO JULY YOY +48% ,
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(NT$ K)
300,000
280,236
250,000
218,645
200,000
147,489
150,000
100,000
50,000
0
2022 Jan-Jul 2023 Jan-Jul 2024 Jan-Jul
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Note: the monthly revenue of July’24 prepared by the company and not reviewed by the CPA
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REVENUE GROWTH FACTORIES
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Wireless Audio control IC Wireless Audio control Module Others Soundbar/Speaker Digital musical instrument
(NT$ K) (NT$ K)
Gaming Others
450,000 450,000
426,361 426,361
400,000 387,924 400,000 387,924
3%
350,000 35% 350,000
300,000 300,000
51%
250,000 250,000
219,393 219,393
200,000 200,000
179,543 90% 95% 23% 179,543
13%
150,000 150,000
65% 74%
55%
100,000 49% 100,000
72% 87%
50,000 50,000
45%
26%
- -
2021 2022 2023 2024 YTD-Jun 2021 2022 2023 2024 YTD-Jun
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INTRODUCTION OF SYNCOMM TECHNOLOGY CORE COMPETENCE AND PRODUCTS PREVIOUS RECORDS FUTURE DIRECTION
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HOME APPLIANCE VENDORS FOCUS ON “AIOT”
Bluetooth Devices Shipments
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9.00
8.00
IoT Applications
Automotive
7.00
Wearables
6.00
Smart Home
5.00
Other Customer Electronics
Home Entertainment and
4.00
Connected Home Devices
Portable Consumer
Electronics
3.00
Networking
2.00
PCs and PC Accessories
Cellular
1.00
0.00
2022 2023 2024 2025 2026 2027 2028
Units (Billion)
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智能家庭 Bluetooth 6 + AI
高頻寬,高效能 Bluetooth 6 2.4GHz/5GHz/ - Sub 6GHz
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Data Source: ABI Research, 2023 Syncomm Technology Corporation All Rights Reserved
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THROUGH SYNCOMM CORE COMPETENCES TO CREATE - NEXT GENERATION BLUETOOTH PRODUCTS
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SOUND BAR 家庭劇院無線模組 WIRELESS PERIPHERALS 無線電腦周邊
HIGH QUALITY AUDIO 高音質無線耳機
WIRELESS INSTRUMENT 無線樂器傳輸
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ALGORITHMSLGORITHMS
鈺寶自行研發演算法
+
鈺寶 AIoToT
NEW TECHNOLOGIES
、
WI-FI6/6E BLUETOOTH6
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ALGORITHMSLGORITHMS 鈺寶自行研發演算法 + 鈺寶 AIoToT
INTELLIGENT HOME APPLIANCE WIRELESS MODULE 智能家電無線模組
MULTI-CHANNEL WIRELESS AUDIO MODULE 多通道無線音響模組 WIRELESS AI HEADSET 無線 AI 降噪耳機 HIGH-SPEED 3-IN-ONE GAMING PERIPHERAL 高速多合一無線電競周邊 INTELLIGENT REMOTE CONTROLLER 智能遙控器
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SYNIC + BLUETOOTH 6
新產品平台 優勢
應用市場
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Sound Direction Detect
Low Power
AIoT
(MCU+AI+BLE)
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AI+ 無線傳輸
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Low Power
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同時連接多設備
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Soundbar/SmartSpeaker/TV 音效優化:位置辨識、音量、開關
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智慧家電(TV/冷氣/除濕機/掃地機器人) 功能:人數、位置 AI動作偵測:跌倒、廁所偵測
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智慧家電控制
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注視顯示:冰箱/電子鎖
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智慧遙控器:語音辨識+聲紋辨識(個人化控制設定)
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會議系統
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低延遲降噪
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語音辨識+聲紋辨識(個人化控制設定)
High Performance Wideband Solution
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支援Soundbar 新世代Soundbar 與AI Speaker 多Channel (更高音訊品質, 更低傳輸延遲, Edge AI 降噪與語音辨識
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同時連接多設備 Key Word Spotting, Edge AI sensing空間偵測) 更低延遲 樂器與遊戲多裝置等超低延遲應用場景
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PRODUCT PLAN
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IA6310
Dual Core
BT6 / BT7
AIOT IA6300
2.4GHz / 5GHz / Sub-6G
BT6 / BT7 Edge AI
IA6210 2.4GHz / 5GHz /
Sub-6G
IA2800 BT5.4 + 8M bandwidth Edge AI
Proprietary dual mode
SMART BT5.4 + 8M bandwidth Edge AI
HOME Proprietary dual mode
AI ENC
IA12
12M bandwidth
IA11
Proprietary
8M bandwidth Hi-Res Speaker
SOUND BAR
Proprietary
Hi-Res Speaker
2024 2025 2026 2027
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TECHNOLOGY DEVELOPMENT STRATEGY
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除了原本核心技術的通訊品質,也支援標準模式 SUPPORTS MULTIPLE 以同時滿足標準通訊規範的方便性,及本公司規 範之高品質,透過不同規範模式之技術結合以滿 WIRELESS STANDARDS 足不同使用情境的需求。 High Value 藉由與品牌長期合作所掌握的趨勢。提早研發下 DEPLOY NEXT GENERATION High 一代無線產品需求,能兼顧新的應用與搶先佔據 High 有利的市場位置。 WIRELESS APPLICATIONS Quality Performance Low Low IP & AI 因應未來Edge AIoT需求應用之發展,掌握關鍵 Latency Power 應用算法將是一個重要關鍵點。 ALGORITHM DEVELOPMENT
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+ AIoT 鈺寶
邁向無線紀元,共創智慧未來
鈺寶科技願景 成為全球最領先的低延遲無線技術提供者,與我們的客戶共同合作,提 供使用者完美的無線體驗!!